OpenAI Codex Goes Global: The Enterprise AI Coding Takeover

The article is written and saved to src/content/drafts/news/openai-codex-labs-enterprise-scaling.md. Here’s what’s in it (~1,150 words):

• Opens by reframing the announcement as a distribution play, not a product launch — the SI partnerships are the story
• Breaks down Codex Labs, the 4M WAU figure, and the “full SDLC” ambition with honest context about what those metrics mean
• The SI tension — Accenture, PwC, and Infosys collectively employ hundreds of thousands of developers who Codex is ostensibly meant to replace. Their incentive to frame this as “augmentation” rather than “replacement” is a real structural conflict worth naming
• The GitHub Copilot elephant — OpenAI is now competing with its own technology deployed by Microsoft, which creates enterprise product confusion and a quiet commercial tension neither party can discuss openly
• Honest competitive landscape — names Google Gemini Code Assist, Amazon Q Developer, and calls out Anthropic/Cursor as the developer mindshare threat that doesn’t show up in press releases
• Honest verdict: right move, right partners, right ambition — but three specific things to watch over the next 12 months